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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
301
Capstone Investment Advisors
New York
$302K -$248K -13,634 -48%
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$300K +$265K +14,611 New
CFO
303
Custos Family Office
Texas
$297K
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$295K -$17K -934 -6%
CCM
305
Coldstream Capital Management
Washington
$290K +$15.8K +868 +7%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$289K -$33.4K -1,841 -12%
IWC
307
Integrated Wealth Concepts
Massachusetts
$288K -$27.1K -1,495 -10%
OPWM
308
Oxinas Partners Wealth Management
Indiana
$285K
OAM
309
Oak Asset Management
California
$281K
STA
310
Summit Trail Advisors
New York
$276K +$244K +13,460 New
UCFA
311
United Capital Financial Advisors
Texas
$275K +$6.99K +385 +3%
IA
312
IFP Advisors
Florida
$275K -$8.59K -473 -3%
WPC
313
Wedmont Private Capital
Pennsylvania
$274K -$23.2K -1,279 -9%
SCM
314
Stevens Capital Management
Pennsylvania
$273K +$241K +13,295 New
SC
315
Savant Capital
Illinois
$269K +$239K +13,135 New
KRSITF
316
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$267K -$14.9K -820 -6%
IFU
317
iSAM Funds (UK)
United Kingdom
$263K +$233K +12,813 New
SAI
318
Systematic Alpha Investments
New Jersey
$261K
VSQM
319
V-Square Quantitative Management
Illinois
$260K
Truist Financial
320
Truist Financial
North Carolina
$259K +$35K +1,928 +18%
IC
321
IEQ Capital
California
$255K -$147K -8,078 -39%
DekaBank Deutsche Girozentrale
322
DekaBank Deutsche Girozentrale
Germany
$254K -$118K -6,482 -35%
RIA
323
Regal Investment Advisors
Michigan
$252K -$3.27K -180 -1%
GI
324
GAMMA Investing
California
$250K +$5.27K +290 +2%
EI
325
Ethic Inc
New York
$247K -$27.6K -1,521 -11%